Tax Return Pricing

couples meeting with the financial advisor in the living room

There are three fees the first year – the Onboarding Package, the Written Advisory Package, and the Interactive Advisory Package.

Onboarding Package the first year only: $750. This is a flat fee that is paid when you become a client. It includes the pre-client consultation and setting up your file.
Written Advisory Package each year:
- Usually totals between $660 and $1000, after discounts, and is paid in 4 installments.
- Includes:
  - Tax Preparation
  - Written Advisory with the return.
  - TCAP (Tax Correspondence & Audit Protection)
Interactive Advisory Package includes quick written answers throughout the year AND one or more virtual to teach and advise you on tax issues and is paid in 3 installments.
Note: Dependent returns generally cost about $150, depending on complexity.
Discounts:
We offer a number of earned discounts that lower the tax preparation fee for you, and assist us in preparing your tax return and managing our workflow:

Tax Organizer Discount for using the tax organizer.
Early Bird Discount for submitting your tax documents by February.
Extension Discount for allowing us to extend your return.
Professional Discounts for retirees, pastors or religious workers and employees of schools, the government or not-for-profits organizations.

Price:

We are happy to prepare a specific price quote based on your last tax return. Just send a copy of your most-recently-filed tax return to Amy at taxadmin@tax911.com.

IRS notices:
The IRS and state governments are sending an increasing number of notices as a way to generate “additional revenue” for the government. TCAP (Tax Correspondence & Audit Protection) is part of our Written Advisory Package. We will respond to government notices for you at no additional charge to you.

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